Broker Check

101 NE Third Avenue
Suite 1500
Fort Lauderdale, FL 33301

BenchMark of South Florida

(954) 332-3749

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Fiduciary, Financial,
Investment, Retirement Planning,
and
Wealth Management Services


Welcome, we are a team of  financial professionals with families just like yours  We have young children, grandchildren and college students, parents and grandparents.  We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number.  We understand that you have goals and that finances are only part of the equation to reaching those goals.  We use a Fiduciary process to help you work towards your goals.  

We work with you to get you there by preparing BenchMarks to guide us over time.  We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business.  Our Annual planning process is designed to help you work towards your goals. 

With our Certified Financial Planner designation, we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first.  Our Straighforward fee schedule is focused on working with you to reach your goals.

Our Services Include:

  • Fiduciary Advice and planning
  • Retirement Planning
  • Financial Planning
  • 401k Investment Advice
  • Investment Consulting
  • Education Planning

The Retirement Savings Dilemma



We look forward to working with you through all stages of your life,
please call (954) 332-3749.

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